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Tags are free-form labels you attach to leads. They’re how you answer “which of these came from the Berlin conference” three months after the Berlin conference.

Creating a tag and choosing who can use it

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Creating tags

Tags → Create. Tags are defined once at team level and then available according to their access level.
The Tags screen listing tags with their creator, creation date, access level, and tagged lead count.

Every tag records who created it, when, and how many leads carry it

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Tag access

Each tag has an access level that decides who can use it:
Use full-team access for things everyone needs — event names, priority. Use department access for language that only means something inside one team, so the shared tag list stays short enough that people actually read it.

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What to tag

Events

saastr-2026, webinar-march. The single highest-value use — it’s how you measure whether an event was worth attending.

Interest

enterprise-plan, wants-demo. Lets marketing route follow-up without reading every note.

Priority

hot, follow-up-this-week. Simple triage a rep can apply in three seconds at a booth.

Qualification

decision-maker, not-a-fit. Saves someone else chasing a dead lead later.
Tag the event, don’t ask visitors to type it. A form field asking “which event is this?” wastes the visitor’s time and produces twelve spellings of the same event name. Apply the tag afterwards in bulk.

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Applying tags

  • One lead at a time — open the lead and add tags.
  • In bulk — select several leads and tag them together. This is the practical way to tag an event: filter to the date range, select all, apply the tag.
See Bulk adjustments.

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Keeping tags usable

Tag lists rot. A team of twenty generates dozens of near-duplicates within a year unless someone tends them.
Lowercase with hyphens, and a consistent shape for recurring types — event-berlin-2026 rather than a mix of Berlin, berlin conf, and BERLIN2026. Decide before your first event, not after your fifth.
A tag applied to three leads tells you nothing. If a tag isn’t earning its place, merge it into a broader one.
Ten minutes after an event, while you still remember what the tags meant, is the cheapest possible time to clean them up.

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Tags and your CRM

Tags live in Tap. To get them into your CRM, map a tag field like any other — see Field mapping. Otherwise use them for filtering and export inside Tap.